PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$637M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$8.39M
3
+$7.39M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$3.31M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.07M

Top Sells

1
+$19M
2
+$7.08M
3
+$3.37M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.1M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.55M

Sector Composition

1 Technology 6.37%
2 Healthcare 1.89%
3 Financials 1.55%
4 Consumer Discretionary 1.4%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-19
1952
– –
-9
1953
– –
-568
1954
– –
-54
1955
– –
-18
1956
– –
-27
1957
– –
-15
1958
– –
-27
1959
– –
-19
1960
– –
-6
1961
– –
-14
1962
– –
-9
1963
– –
-1,546
1964
– –
-180
1965
– –
-28
1966
– –
-89
1967
– –
-3
1968
– –
-313
1969
– –
-15
1970
– –
-5
1971
– –
-102
1972
– –
-40
1973
– –
-95
1974
– –
-484
1975
– –
-8
77 78
79
80 81